customer equipment list

8/10/2019 Customer Equipment List

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Customer Equipment List

Choose Customer Equipment List is

added to the Main Menu (Web, DVD

and Network).

User can turn Off / On functionality in

Preferences.

•Customer Equipment List can be

exported and imported from Web, DVDor Network SIS (CSV type file).

•Customer equipment information is

separate in Parts Store (Two different

lists)

•Verify Serial number and Arrangement

numbers exists in SIS before including

with Product ID. (Engines arr. Vs

machine arr.)



Select Equipment List Preferences

Enable the Customer

Equipment List if

Equipment List is notvisible on the main

menu. Disable the

customer list if desired.

Select Preferences from

the lower left corner of

the Main Menu. Defaultvalue is “Enabled”.



Enter Customers and Equipment Information

(Get Started)

Choose Add/Edit Equipment List to

get started.

Customer names and products

can be imported. Refer to the

Import / Export information for

this process.



Customer Entries - Equipment Model, Customer Equipment

Number and Product ID – Single Product ID Associated with

a Customer ID

Maximum of 56characters in this space.

The Customer

Identification will be

sorted numerically if

entered first. Enter the

Model Number first to

sort by a model number.

Pound Sign # is not

required.

One Product ID orserial number will be

associated with the

customer equipment

number.

Optional methods: Enter customer machine

ID, model ID and assign one product ID.



Add Customer - Multiple ID’S Associated with a

Customer Name

Setup - Enter the Customer(s) names first. One customer is

entered at a time. Type the customer name and select Add

Customer. Do this for all desired customers.



Add Customer Equipment Information

Multiple Products for a listed

customer. Select the Customername from the Customer

Identification drop down list.

Enter the Serial Number or

Prefix information and select

Add Equipment. Customer

Equipment setup is complete.

Arrangement Information

does not have to be entered.This information is optional.

This page completes

the Customer

Equipment list setup



From the Main Menu,

select the desired customer

from the list.

Select Customer Equipment (Use)

The steps that followdemonstrate how to use the

Customer Equipment List.



Select Customer Equipment

Select the

desired.

Equipment

serial number

or prefix.



Customer Equipment Product ID is entered in the

SIS Product Id

The selected information is entered in the

appropriate text boxes.



Machine Arrangement Information

If the message above is generated after entering an arrangement

and Product ID or Serial number machine arrangement, delete the

arrangement information in the customer equipment list to avoid

this message in the future. The user can select YES to continue

searching within SIS.



Export Customer Equipment Information

From the Main menu,

select the Add / Edit

Equipment Link. Then,select the Report /

Export Equipment Link




Enter the customer name and select search or select View All.




View all results. Place a

check in the box for the

desired customer

information by clicking

the mouse inside the box. Select Export List.

Select save and select

the appropriate folder.




Type the customer name and select search.




Select the information to be exported and select

Export List.




Select Save to export the list.




Select the desired folder. Type an appropriate name for the

export file and select Save. Close the confirmation

window. The default file name is shown above.



Import Customer Equipment Information

Customer Equipment informationcan be imported from other

equipment lists that have been

exported.

Select the Add/Edit equipment Listlink to access the Import Equipment

List functions.




Select Import

Equipment List




Select Browse to locate the folder that contains

the exported equipment list file(s).




Select the

list to be

imported.

The list

must be

exportedfrom

another SIS

user list.

The file typeis CSV.

Select open.

Create a new folder on a shared

network drive if desired. This will

serve as a common place toexport and import customer

information.




Select Load to open the equipment list and select the

information to be imported.




Select the information to be imported by clicking the mouse in the

selection box. Select Import. Information that appears in Red

exists on the user list or is invalid data. The selection box is grayed

out and the information cannot be selected.




The two selections are imported successfully and can be

accessed from the Main Menu Equipment list.

End of

Equipment list

information



Import Customer Equipment Requirements

Below are the requirements for Importing an Equipment list file.

A TXT file with the same format as below will import into the SIS equipment list as well as the CSV file.

Example: customer model and product Id, the arrangement will be after the final comma. DO NOT

INCLUDE A COMMA IN THE DATA, it is used to separate the data records. Pound sign (#) works OK to

designate a customer equipment number but is not required. Both customer equipment entry types can

be mixed. The example below would have only one product ID / Serial Number entry for each machine

or engine.

797B #34540,JSM00120,

325C #34555,BFE00325,

Example customer name and equipment - multiple products are associated with a customer name.

ABC,6NM00400,

ABC,BFE00300,

This option can be used when a user has a large equipment list that needs to be saved and shared

between multiple users. Users can create .CSV/.TXT type files ( E.g.: myEquipmentList.csv) and savethe information in following format and use them as an import source.



Import Customer Equipment Requirements

Import File Format:

Recommended format for the data is as follows. Records found to have invalid format or

data will be highlighted in red and reported as invalid records. The users will have the option

to select desired records from the valid list.

Customer Name ( max. 56 Characters), Serial Number or Prefix(max. 8 Characters),

Arrangement Number (max. 8 characters). Note that the commas are used to separate the

fields and hence should be carefully used. (E.g.: ABC Equipment Inc,5EK00001,1A1135)

Customer Name is mandatory along with either Serial Number or Arrangement Number or

both. Commas are not recommended as part of Customer Names( E.g. Caterpillar Inc.,)

Customer record(s) that have only a Serial Number can leave the optional Arrangement

Number empty with comma (E.g.: ABC Machinery Inc, 5EK00001, )

Customer record(s) that have only an Arrangement Number can leave the optional Serial

Number field empty with comma (E.g.: ABC Machinery Inc, ,1A1135 )Maximum file size that can be imported at a time is 0.5 MB (approximately, this can hold up

to 6,000 records). If for some reason, the file size exceeds the 0.5 MB limit, it is

recommended to break the data into more than one file and import each file separately.

customer equipment list

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